Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Jacob Wedincamp is a financial advisor at Cape Investment Advisory, Inc. in McDonough, Georgia, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Nexus EcoServices, Harbin Engineering, and Carlson Environmental Consultants. Cape Investment Advisory, Inc. serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process grounded in clients’ financial goals and risk tolerance, supported by optimization software and regular portfolio reviews.

Stephen Enochs is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Aura Asset Management, Inc. and Aura Financial Services, Inc. Enochs also serves as president of his own firm, S. Enochs Investments LLC. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to third-party and affiliated asset managers for individuals, businesses, retirement plans, trusts, and other entities. The firm uses a process based on clients’ financial objectives and risk tolerance, implementing portfolios through in-house portfolio managers, sub-managers, or recommended third-party managers with regular reviews.

Deryck Gryne is a financial advisor at Ally Invest Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Regions Bank, Cetera, and TIAA-CREF. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering both automated and advisor-delivered investment services. The firm uses model portfolios based on Modern Portfolio Theory and serves a large client base with a focus on retail and high-net-worth individuals.

Karen Turner is a financial advisor at Cape Investment Advisory, Inc. with 15 years of industry experience. She holds the CFP® and ChFC® designations. Her career includes roles at Cape Investment Advisory since 2016 and American Global Wealth Management, Inc. since 2023. Cape Investment Advisory serves individuals, businesses, and various retirement and trust entities, offering discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers. The firm’s approach involves personalized assessments and asset allocation plans supported by historical data and optimization software, with portfolio management by internal advisors, sub-managers, or third-party managers.

Howard Aspacher is a CFP® with 44 years of industry experience. He currently works at Capital Analysts and has prior experience with Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice, delivering services through a nationwide network of independent advisors and firm-managed programs.

Charles Lewandowski Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2005 and briefly at Planmember Securities Corporation. He receives residual renewal commissions from previous insurance business but no longer actively sells insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Walker Jr. is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to his advisory roles, he is CEO of Strictly Business Legacy, LLC, a consulting firm advising small businesses on major medical plans and property and casualty insurance, and serves as a board member of the National Association of Health Underwriters local chapter in South Atlanta. Cape Investment Advisory, Inc. serves individuals, businesses, pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process that begins with personal client discussions and employs asset allocation informed by historical data and optimization tools.

Rodney Keyes is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Glp Investment Services, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory role, he conducts marriage workshops and counseling through Liberty In Life Ministries. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and incorporates model portfolios alongside options for portfolio-based financing.

Emma Godbee is a financial advisor with St. Bernard Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at St. Bernard since 2019 and previously spent nine years with Woodstock Financial Group, along with extensive experience in the insurance sector dating back to 1976. Outside of her advisory role, she serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy with tactical asset allocation and emphasizes collaborative client relationships, combining fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Pamela Middleton is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and previously worked at Banks, Jackson & Middleton Inc. Pamela also provides income tax preparation services and manages an insurance business. Additionally, she serves as an executor and trustee, and is a guardian to a family member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Wayne Sanders is a financial advisor with Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior work includes American Global Wealth Management and Cape Securities. Cape Investment Advisory, Inc. serves individuals, businesses, and various types of retirement and trust accounts, offering portfolio management, investment monitoring, financial planning, and access to third-party and affiliated asset managers. The firm’s investment process involves assessing client objectives and risk tolerance to develop asset allocation plans, with portfolio management conducted by its advisors, sub-managers, or recommended external managers.

Suzanne Presley is a financial advisor with Gladstone Wealth Partners, holding a Series 65 credential and two years of industry experience. She previously worked at Cetera Advisors, LLC, and Pyke & Associates, PC, where she is also a practicing attorney and owner. Outside of advising, she owns DocuClub, LLC, a document portal service for health care directives and related personal information. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches tailored by representatives and supported by platform-level due diligence.

John Weis is a financial advisor with Cape Investment Advisory, Inc. He holds a Series 65 designation and has 14 years of industry experience. Prior to joining Cape Investment Advisory in 2019, he worked for 401k Generation for nine years. In addition to his advisory role, John sells Indexed Universal Life and Term Life insurance through Apex Financial LLC. Cape Investment Advisory, Inc. serves a range of clients including individuals, businesses, qualified pension and profit-sharing plans, IRAs, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using a client-focused process that incorporates risk assessment and optimization software.

Angela Branham is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 22 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc. since 2020 and previously at CRI Securities, LLC, Securian Financial Services Inc., and Minnesota Life. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. Advisors construct diversified portfolios using a range of investment vehicles and have access to both internal portfolio management and independent managers.

John Redfearn III is a financial advisor with Cape Investment Advisory, Inc. He holds the CFP® and ChFC® designations and has 30 years of industry experience. In addition to his advisory role, he serves as an adjunct faculty member teaching undergraduate business courses at Central Texas College. Cape Investment Advisory, Inc. serves individual and institutional clients, including high-net-worth individuals, businesses, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, utilizing a process that incorporates client-specific financial goals, historical risk/return data, and optimization software.

Thomas King is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and seven years of industry experience. He has worked with Auctum Wealth Management since 2019 and held roles at AUCTUM CAPITAL, Spalding Amusement, and Financial Architects of the Low Country. Mr. King is also independently licensed as an insurance agent and may sell insurance products to clients. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis along with various investment strategies, often utilizing third-party sub-adviser platforms and tailored portfolio management approaches.

Christopher Fagiolo is a ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at Cape Investment Advisory, Inc. He previously worked at American Global Wealth Management, Inc. and Cape Securities Inc. In addition to his advisory role, Fagiolo is involved with the Government Employee Benefits Association (GEBA) and Government Employee Mutual Benefits Association (GEMBA), where he also conducts insurance sales and service. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm operates a multi-office network with approximately $402 million in assets under management and offers tailored portfolio construction through a network of Investment Adviser Representatives.

Victor Glymph is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and the trucking industry. Outside of financial advising, he owns and operates a dump truck business in Fayetteville, GA. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing principles into its portfolio management and employs a variety of analytical methods, often utilizing proprietary ETFs and sub-advisors in its investment approach.

James Stevens is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has six years of experience with First Command in various advisory, insurance, and brokerage roles, following prior service in the Georgia Army National Guard. Stevens is also the owner of Blue J Enterprises, LLC, through which he operates his First Command business. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through centralized teams and approved third-party managers, emphasizing in-person financial coaching and employee ownership.